Dallas Association for Financial Professionals
DAFP Newsletter



July 2017

In This Issue

President's Message
July Meeting
Big D Financial Conf.
Texpo Talk
Members Earning Interest
Sponsorship 2017

DAFP 2017

Exec Board and Officers

Matt Davies, AAP, CPP, CTP

Vice President
Ron Trimmer, CTP

Kim Marceau, CTP

Matt Roush, CTP

Co-Membership Chair
Samantha Bell, CTP

Co-Membership Chair
Eric Thibo, CTP

Program Chair
Joan M. Calhoun, CTP

Sponsorship Chair
Connor Cosgrove

Big D Conference Chair
Karyn Brown, CTP

Special Events Chair
Trae Lynne Atchison

Communications Chair
Laurel Egan Kenny

Community Involvement Chair
Salina Morrow, CTP

Media Chair
Mario Millan, CTP

ATTA Representative
Christy Petty, CTP

ATTA Representative
Ray Vines, CPA, CTP

2018 Texpo Chair
Stacy Roth, CTP

Welcome New Members!

DAFP is always proud to welcome new members! Please visit dallasafp.org to view the names in our growing network.

Upcoming Events

Stay tunned!

President's Message

We’ll try to keep this month’s newsletter will be short and sweet!

I was glad to see many of you at the “Sunset Summer Social” boat cruise on Lake Grapevine. We managed to have a great time despite the heat, and I’d like to thank Trae Lynne Atchison for all her hard work in putting the event together!

Look for lots of social media activity from your DAFP board as seven of us head to the AFP Regional Officers Meeting (ROM) in Washington, DC, July 13-15. We plan to bring back lots of great information from other regional AFP groups, along with some well-deserved awards!

Please make sure your calendars are marked for our next dinner meeting on Thursday, August 17, and for our annual Big D Financial Conference on Tuesday, September 19, at the Marriott, Las Colinas.

Financially yours,

Matt D.

July Monthly Meeting

Sorry DAFP no July Meeting - Joan

Big D Financial Conference

Save the date!

Our annual conference will be held on Tuesday, September 19th at the Marriott, Las Colinas! We launched a search for speakers in April, so if you have any recommendations, please let me know.

- Karyn Brown


The Art of Treasury and Finance…….put yourself in the picture!

We continue forming our TEXPO 2018 committees. If you’d like to plug in to a long-term commitment or have only a few hours to spare, we want you to volunteer on one of our many committees. Please drop an e-mail to texpo@DallasAFP.org and we’ll get back in touch with you. Our volunteers are the reason the Dallas TEXPO is always such a great success!

Sponsors and Exhibitors…..be part of the collage!

If your company is interested in participating in TEXPO 2018, the online store is open! Sponsors and/or exhibitors can now reserve their selections by making their payments through the TEXPO website and visiting the Sponsors and Exhibitors tabs: www.texpoconference.org. A full prospectus is available by contacting texpo@DallasAFP.org. Keep in mind, sponsors and exhibitors receive complimentary event registration(s) so there’s definitely a benefit for your participation.

At our membership meeting last Thursday we announced a sponsor/exhibitor incentive for our DAFP members. You can earn up to $100 by providing us leads!!

  • If you have any leads for companies whom you think would benefit from being a sponsor or exhibitor, please send those leads to texpo@DallasAFP.org. We ask that you let the company know we’ll be reaching out but that’s all you need to do.
  • If the lead turns into a paid sponsorship or exhibitor, you can earn cash if the following requirements are met:
    • The sponsor or exhibitor cannot have participated in either TEXPO 2016 or TEXPO 2017—we’re looking for new names.
    • The lead must come from a DAFP member.
    • Once the sponsor/exhibitor pays $4,000 or greater, the member will receive $100.
    • Once the sponsor/exhibitor pays $2,000 or greater, the member will receive $50.

Lastly, we’d like to ask your help in getting the word out about sponsor and exhibitor opportunities. Would you be willing to share TEXPO 2018 information with your Linked In contacts? If yes, please e-mail  texpo@DallasAFP.org and we’ll provide you with a “script” you can cut and paste into Linked In. And, if you happen to see a TEXPO 2018 post from one of your connections, please be sure to “like” it!

- Stacy Roth



As always, we would like to thank you for your membership! Not currently a member? Renew your current membership or become a new member with DAFP! 

RENEW MEMBERSHIP: Please log into the DAFP web site, www.dallasafp.org, using your ID and password, and click on "Renew your Membership." Memberships are based on a calendar year and the annual dues are only $275.

The 2017 Annual Membership of $275 includes:

  • 2017 monthly meetings
  • Big D Financial Conference (which cost $275 for non-members)
  • Summer Social
  • January 2018 Holiday Social


  • Membership will be effective through January 2018!

If you have any questions about your membership or would like to be part of the membership committee, please contact us at membership@DallasAFP.org.

- Samantha and Eric

Members Earning Interest

Members making news this month!

Happy work anniversary to:

  • James Bailey, CTP, celebrating two years as Director of Treasury Operations at Berkshire Hathaway Automotive;
  • Pam Cerny, AAP, CTP, Payments Outreach Analyst at the Federal Reserve Bank of Dallas, for her one-year anniversary with the Fed;
  • Sybil Daniels, MBA, Vice President and Treasury Management Advisor at Frost Bank, celebrating 12 years at Frost; and
  • Robert Ross, Vice President, Treasury & Liquidity Sales Officer at Texas Capital Bank, celebrating one year at Texas Capital.

Best of luck to Kit Collins, CTP, of Wells Fargo, as he moves from Vice President, Treasury Management Consultant, to Vice President, Treasury Management Sales Support Manager.

Congratulations to Rob Harmon, APSC, on his new job as Senior Vice President, Treasury and Trade Solutions at Citi!

Congratulations to Donna Melotakis on her new role as Senior Vice President, Treasury Sales & Liquidity, at Texas Capital Bank. Donna was formerly Treasury Sales Manager for North Dallas Bank & Trust.

And best of luck to Dallas AFP’s Vice President, Ron Trimmer, CTP, as he embarks on his new role as Vice President, Senior Treasury Management Corporate Sales, at US Bancorp. Ron was formerly Vice President, Treasury Services, at JPMorgan.

Please remember to share any news with us at vicepresident@DallasAFP.org

- Ron


Dallas AFP Sponsorship

Join the Sponsorship Committee, we will work together to partner with companies and individuals to further grow our organization. For more information and to get involved contact Connor Cosgrove at sponsorship@DallasAFP.org.

With gratitude,

- Connor


Ramping up our coverage of the Big D conference. Please weigh in and share your thoughts on Facebook, LinkedIn, and Twitter. We'll also be introducing our Snapchat account.

- Laurel Egan Kenny

P.O. Box 840756
Dallas, TX 75284-0756


Dallas Association for Financial Professionals "DAFP"